TAO PRIVATE WEALTH, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
TULSA, Oklahoma
CRD number
340979
Registered since
April 13, 2026
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

TAO Private Wealth, LLC is a recently formed limited liability company that registered with the SEC in 2026. The firm is individually owned and focused on delivering financial planning and discretionary portfolio management for individuals and small businesses. Its business model combines traditional wealth-advisory work with fee arrangements that include a percentage-of-assets component and hourly billing. TAO Private Wealth is not set up as a capital allocator and does not position itself as an ESG-focused manager. It is also not identified as a multi-state adviser, a pension consultant, or a related adviser to another registered entity. The firm’s current public profile indicates it is an early-stage advisory practice building out its client and operational footprint.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JUSTIN HART

    Chief Investment AdvisorCRD 5411924

Contacts

1 of 1
  • CATHERINE KESSLER

    Wealth AdvisorCRD 2430042

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

TULSA, OK

TULSA

Location

TULSA, OK

Headquartered in TULSA, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.

Metro area
Tulsa-Muskogee-Bartlesville, OK
Region
South
County
TULSA
Address
1316 E 35th Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth